Automated Metrics Setup for Integrated Systems

Prerequisite(s)

• An integration must exist and be properly configured
• Must have Company Administrator role for access

Configuration Steps

• As a company admin, go to Settings > Integration
• The existing (previously configured) integration will be identified
• Under the "Add and Sync Projects" section, business units can be configured to share data with an integrated system
  • Select the business unit to configure
  • Enter the required information
  • Enable integration for the business unit
    • Pull Metrics - when enabled, metrics will be pulled from the external system automatically.
    • Sync Actions - when enabled, action items created in Navigator will be sent and synchronized with the external system.

The screen shows the configuration settings for a business unit when a Jira integration exists.